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KMS Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

KMS Financial Services’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,882
Closed -$208K – 551
2013
Q3 		$208K Sell
3,882
-1,314
-25% -$70.2K 0.05% 388
2013
Q2 		$279K Buy
+5,196
New +$290K 0.08% 280

Other funds holding USIG

ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KMS Financial Services's USIG Position: Q4 2013 in Review

KMS Financial Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2013, closing a stake of 3,882 shares — an estimated $208K sold.

KMS Financial Services first reported a position in USIG in Q2 2013 and held it in 2 quarters. The position peaked at $279K in Q2 2013. 92 funds tracked by Wall St. Rank hold USIG as of Q4 2013.

  • KMS Financial Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 3,882 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $208K.
  • KMS Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $279K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.